Ask what the next action is on a contact, and which OnePageCRM deals are pending.
Connect OnePageCRM with your User ID and API key and Memtro reads contacts across the team with status, tags, owner and lead source, their next actions, deals with stage, amount and close dates, notes, companies and users. An hourly sync writes contacts into memory. When you ask, and once an administrator has granted the action by name, it can add notes, log calls and meetings, set, complete or reassign next actions, create and update contacts, companies and deals, and close a sales cycle. Deleting a deal is permanent, and a deleted contact is restorable only within the plan's undo window.
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right OnePageCRM tool, reads what it needs, and answers with the source cited.
These tools change something in OnePageCRM. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in OnePageCRM, choosing the same kinds; the tab shows OnePageCRM's own steps. Each event can start a job, with the event as its input, and can be remembered where you choose. OnePageCRM sends a secret with every delivery, and one without it is refused.
Events and webhooksOnce OnePageCRM is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
OnePageCRM + MemtroWhat is the next action on Priya Sharma, and when is it due?
Which deals are pending this quarter, and at what stage?
What notes did the team log against BigCo last month?
Log a call with Dan Fletcher: interested, wants a quote by Friday
Mark the Acme annual licence deal as won
On Monday the sales lead asks what is due this week. Memtro lists the open next actions with their due dates and assignees, and flags two contacts, Northwind and Brightwave Ltd, whose pending deals have an expected close date already past.
Priya Sharma is going on leave and asks Memtro to pass Globex to Tom Hughes. Memtro changes the contact's owner so it moves into Tom's list, reassigns Priya's open next action on Globex to him, and logs a note on what was agreed so far.
The teams that lean on OnePageCRM most, a question each of them asks, and what they connect beside it.
A record in OnePageCRM is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
Capsule CRM
Copper
Freshsales
Dialpad
folk
Insightly
Nutshell
Vitally
Nimble
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak
EspoCRM
Planhat
Bloomerang
Givebutter
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Pipeline CRM
KeapIn OnePageCRM open app.onepagecrm.com/app/api → Configuration and copy the 24-character User ID and the API key shown beside it
The key acts as you: Memtro sees and changes only what your OnePageCRM account rights allow, and deleting deals or contacts needs those rights too
In Memtro open Connections → OnePageCRM, paste the User ID and API key and connect
Ask what the next action is on Northwind
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The OnePageCRM tools are the same everywhere.
Only when you ask, and only what it has been granted: add a note to a contact; set a next action on a contact; log a call that happened with a contact; open a pending deal on a contact; create a contact; update a contact's fields; change a contact's status; give a contact to another user; add a tag to a contact; remove a tag from a contact; close a contact's sales cycle; log a meeting that happened with a contact; mark a next action done; reword, reschedule or reassign a next action; update a deal, including marking it won or lost; update a company; delete a deal permanently; delete a contact (restorable within the plan's window); delete a next action. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed OnePageCRM records into memory as entities.
User ID and API key. In OnePageCRM open app.onepagecrm.com/app/api → Configuration and copy the 24-character User ID and the API key shown beside it.
Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in OnePageCRM, choosing the same kinds; the tab shows OnePageCRM's own steps. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.
Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.
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